SAFE HARBOR FAMILY CAPITAL, LLC
Firm details
- Headquarters
- CHAPEL HILL, North Carolina
- CRD number
- 317547
- Registered since
- January 3, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations62.94%
- HNWI37.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Safe Harbor Family Capital, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2022. The firm acts as a capital allocator and advises both high-net-worth individuals and family clients as well as institutional and business clients. Its advisory model is fee-based on a percentage of assets under management. Advisory services emphasize discretionary portfolio management for individuals, small businesses and institutions, and the firm also engages in the selection of other advisers when appropriate. Safe Harbor does not identify as an active ESG investor and is not documented as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds35%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents15%
- US Government Bonds8%
- State & Local Bonds7%
Contacts
1 of 1Samuel Soliman
OwnerCRD 7475379
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$112M in ETFs
75%
$83.3M
14%
$28.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $30.8M | 95,896 | 27.51% |
Location
CHAPEL HILL, NC
ORANGE
Location
CHAPEL HILL, NC
Headquartered in CHAPEL HILL, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- ORANGE
- Address
- 123 W Franklin St
- Time zone
- ET (UTC-5)
- Office locations
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